Configuring Batches

Objective

After completing this lesson, you will be able to configure batches in Expense Pay.

Batch

In Expense Pay, a batch is used to link a funding account to a reimbursement method and a schedule. Here are some examples:

  • One batch to reimburse a U.S. user for their out-of-pocket expenses every week from funding account 1.
  • One batch to reimburse U.S. users IBCP card charges on a monthly basis from funding account 2.

The examples used in this lesson show how to create a batch which is used to reimburse users for their out-of-pocket expenses.

Practice Scenario

Follow the simulation directions to practice configuring and scheduling an Employee Batch in Concur Expense:

The configuration of Expense Pay is nearly complete. The final step is to make sure your user profiles are up to date.